Thomas and Katherine’s children were grown with kids of their own and successful careers – changing the need of the policy. They were going to surrender their policy for the cash value and reallocate premiums into other areas of planning. Through a life settlement, they were able to uncover significantly more value and fund the retirement
of their dreams.
Restaurant owner in his early 70s
Businesses were severely affected by the COVID-19 pandemic.
Donated policy to a charity ran out of cash value to pay premiums
Donor was able to create a living legacy and enjoy seeing the gift used while living.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
